If you don’t know what to ask for yet
Most of this job is watching. The rest is building what I saw.
I come in, learn how the work actually gets done, and build one system around it. You end up holding the system, not a plan for one.
Every business I’ve worked inside had two versions of its process: the one in the handbook and the one that actually happens. The second one is the real one, and it’s usually held together by five or six things that don’t talk to each other. A scheduling spreadsheet. A shared inbox. A paper form somebody scans. A whiteboard. And one person keeping the rest of it in their head. None of that is bad management. Every one of those was a sensible decision at the time.
So the first part of this isn’t building anything. I come and watch the work, and ask a lot of dull questions. What gets typed twice? What does everybody quietly work around? Where does the week actually go? The answers are usually where the real system is.
How long that takes depends entirely on how big the operation is, and it isn’t something I’ll guess at down the phone. After the first visit I’ll tell you how long the watching runs, how long the build runs, and what the whole thing costs, as one fixed price.
Distance isn’t a filter. I’ll travel anywhere for this — Hillsboro is where I live, not the edge of the map. If you’re reading this from the other side of the state, or the other side of the country, you are still a customer.
What I write down is yours either way. If we do this part and you decide not to build anything — or to build it with somebody else — you keep it. It’s a description of how your own business actually works, and I was never selling you that.
Then I build one system for what I found, shaped to your trade rather than a software company’s idea of your trade. Your words on the screens. Your steps, in your order. Taking on a new customer, the schedule, the records, getting the invoices ready, and the numbers you keep having to ask somebody for. One place instead of five.
AI does the parts that are pure drudgery. The word gets used to mean anything, so here is exactly which parts:
- Reading a stack of documents and pulling out the handful of details somebody would otherwise retype.
- Writing the first draft of the note, so a person is correcting instead of composing.
- Sorting the pile, so the urgent thing is at the top of it in the morning.
- Noticing that this week doesn’t look like last week, before anybody has had time to notice it themselves.
- And what it doesn’t do: decide anything that matters. A person still signs off, because a person is who your client, your insurer and the state come to.
One sign-in, one search, one straight answer, instead of four people checking four systems and hoping they agree. And when it’s live, I’m the one who keeps it running.
I’ve done this once, all the way through, and it has run the whole operation since 2023 — Pelican, the healthcare operations platform on the work page. That’s the whole track record: one, done properly, still running. I had an advantage there, and I’d rather say it than have you spot it: I worked inside that company, so nobody had to explain the day to me. For a client, that’s what the watching is for.
Pelican is also where I learned how careful the AI half has to be. It reads a referral document into the intake form. It drafts a care protocol from a plain description, for a nurse to correct. It turns “who deleted clients last week” into a filter an administrator can apply. It explains in ordinary words why somebody can or cannot do a thing, and shows what a proposed change to their access would reach before anybody makes it. And it takes dictation, so staff aren’t typing.
Not one of those acts on its own. It never runs the query — it hands the administrator a filter. It never changes anybody’s permissions — it shows what would change if you did. It writes the draft and a person signs it. In healthcare that restraint is the whole feature: anything clever enough to edit the record quietly is a liability, not a saving.
If you want to hear it from them rather than from me, ask on the call and I’ll arrange it — they’ll act as a reference on request. There’s no testimonial printed here, because I’m not going to write one on their behalf and put quote marks round it.
There isn’t a size of operation I’d turn away, and the one I run now is a whole company’s working day. What I do have is a queue rather than a ceiling: I’m one person, so I take one of these at a time, and what I can’t do is two at once. Ask me on the call where the queue is, and I’ll tell you before you book rather than in a month.
Bring the spreadsheet. It tells me more about your business than an org chart does.